See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,316 | $148,534-78.9% | $135,903-77.0% | $139,434-77.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 21.08% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,594 | $5,243-69.6% | $4,856-67.2% | $4,751-66.5% |
| Participant deferral / active EE | $7,661 | $8,100-5.4% | $7,758-1.2% | $6,710+14.2% |
| Admin fee / account holder | $58 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |